Operations
Job cards
Track service work for vehicles and convert completed jobs into invoices.
Overview
Job cards capture the work to be done for a customer’s vehicle, the selected services, and pricing.List view
- Actions: New Job Card
- Search: Filter by customer, vehicle, model, or services
- Columns: Customer, Vehicle, Model, Services
- Empty state: Shows “No job cards” until you add your first record
Create a job card
1
Start a new job
Open New Job Card.
2
Add customer and vehicle
Choose an existing customer and their vehicle.
Create the customer and vehicle first if they don’t exist.
3
Select services and review pricing
Pick services from your catalog. Review line items, duration, and totals.
4
Save the job card
Save to track progress or proceed to billing when ready.
Billing from job cards
When a job is complete, generate an invoice from the job card using the available actions.Invoices appear in Accounting › Invoices after generation.
Troubleshooting
Services not showing for selection
Services not showing for selection
- Service status: Ensure services are Active in the Services list.
The vehicle list is empty
The vehicle list is empty
- Vehicle link: Add vehicles for the selected customer first.
Your job card is saved and ready to convert to an invoice.